See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,195 | $168,632-70.2% | $147,614-66.0% | $125,391-60.0% |
| Participation rate | 65.2% | 88.8%-23.6pp | 84.6%-19.4pp | 83.2%-18.0pp |
| Annual return | -1.58% | 77.65%-79.2pp | 61.98%-63.6pp | 282.22%-283.8pp |
| Employer contribution / active EE | $1,502 | $6,252-76.0% | $5,564-73.0% | $4,866-69.1% |
| Participant deferral / active EE | $3,198 | $5,507-41.9% | $4,895-34.7% | $5,352-40.2% |
| Admin fee / account holder | $50 | $13,580-99.6% | $11,611-99.6% | $9,540-99.5% |